Tom Allen

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Fund Performance

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Tom Allen
Pinnacle Investment Management
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Manager profile

Tom Allen is portfolio manager, investment analyst, and founding member at Aikya Investment Management. Prior to Aikya, Tom worked at Stewart Investors having joined the business in 2012. He initially worked in Singapore, before moving to Edinburgh to work on Asia Pacific strategies. From 2015, Tom was part of the Stewart Investors team in London where he co-managed the Stewart Investors Asia Pacific and Emerging Markets strategies from 2017. He has a degree in History from University College London (UCL).

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Annualised total return over 6.4 years

+1.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Tom Allen	11.2	3.7	22.4	9.2	-
Peer Group Composite	16.3	-1.6	12.7	15.0	-
Over / Under	-5.1	5.3	9.7	-5.8	-

Total return for Tom Allen

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

60-96m

72-108m

84-120m

36-72m

48-84m

Discrete calendar year performance : Tom Allen

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Tom Allen	11.2	-4.5	-6.4	17.1	-	-0.4	-10.4	-	-	-
Peer Group Composite	16.3	5.5	-20.0	13.5	-	9.2	-6.6	-	-	-
Over / Under	-5.1	-10.0	13.6	3.6	-	-9.6	-3.8	-	-	-

Performance vs peer group composite: Tom Allen

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets